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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1176
Concorde Financial
Texas
– -$18K -253 Closed
SFPG
1177
Stonebridge Financial Planning Group
Florida
– -$14K -200 Closed
PCFFS
1178
Pacific Center for Financial Services
California
– -$13K -178 Closed
FPWM
1179
FSB Premier Wealth Management
Iowa
– -$11K -156 Closed
APC
1180
Aspire Private Capital
North Carolina
– -$11K -151 Closed
RA
1181
Resolute Advisors
California
– -$8K -110 Closed
CYG
1182
Clean Yield Group
Vermont
– -$8K -105 Closed
TCM
1183
TD Capital Management
Tennessee
– -$7K -104 Closed
SQA
1184
Simon Quick Advisors
New Jersey
– -$6.46K -95 -95%
IPW
1185
IronBridge Private Wealth
Texas
– -$6K -90 Closed
LPWM
1186
Lake Point Wealth Management
Texas
– -$5K -70 Closed
AWA
1187
Amplius Wealth Advisors
Pennsylvania
– -$3K -49 Closed
EBA
1188
Eagle Bay Advisors
New York
– -$3K -39 Closed
ACM
1189
Absolute Capital Management
Pennsylvania
– -$2.37K -33 Closed
MP
1190
McDonald Partners
Ohio
– -$2.37K -33 Closed
DAM
1191
Delta Asset Management
Tennessee
– -$2K -31 Closed
ST
1192
Sageworth Trust
Pennsylvania
– -$2K -30 Closed
SC
1193
Stephens Consulting
Michigan
– -$2.15K -30 Closed
FCB
1194
First Command Bank
Texas
– -$2K -28 Closed
AP
1195
Arlington Partners
Alabama
– -$2K -26 Closed
AWA
1196
Aquire Wealth Advisors
Utah
– -$1K -10 Closed
CSWM
1197
Cassady Schiller Wealth Management
Ohio
– -$1K -8 Closed
GA
1198
GoalVest Advisory
New York
– +$136 +2 New
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